Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Smith is a financial advisor with over 25 years of experience in the industry. Bryan currently works at LPL Financial LLC, located in WEATHERFORD, TX. Previously, Bryan worked at Woodbury Financial Services, Inc. in WEATHERFORD, TX and Vanguard Marketing Corporation in MALVERN, PA. Bryan has a wide range of experience in the financial industry. Bryan is also a Chartered Financial Analyst, demonstrating a commitment to professional development and excellence. Bryan specializes in a variety of financial services and is dedicated to providing clients with personalized advice and support.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/01/2024 - Present
LPL Financial LLC (WEATHERFORD TX)
TX
12/15/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WEATHERFORD TX)
PA
05/03/1999 - 11/15/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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